Remote Client Concierge & Support Specialist

Assetara Limited; Los Angeles (TX); Remote; USD 55,000 - 75,000; Full time

Job summary

Assetara Limited in the United States is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary point of contact for clients, handling inquiries and guiding platform usage.

Work from a remote setup in Los Angeles District 2 with responsibilities including professional communication, CRM note-keeping, SLA management, and escalation when needed, all while upholding compliance and data protection standards.

Responsibilities

• Client communication: Provide professional, warm, accurate, and concise communication within the Assetara workspace.
• Concierge support: Conduct scheduled client calls and assist with platform navigation while adhering to compliance limits.
• Queue & SLA management: Prioritize unread threads, maintain SLA discipline, and perform proactive outreach.
• CRM administration: Maintain accurate client notes in the system with privacy in mind.
• Escalation & compliance: Identify red flags or incidents and escalate according to company rules.

Job description

Assetara Limited in the United States is seeking a dedicated Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary point of contact for clients, handling inquiries and guiding platform usage.

Work from a remote setup in Los Angeles District 2 with responsibilities including professional communication, CRM note-keeping, SLA management, and escalation when needed, all while upholding compliance and data protection standards.